/Platforms

Q3 market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. Particularly covers platforms and DFM Model Portfolio Services.
PMS 3

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms and DFM model portfolio services.

  • The place to go for individual wealth analysis
  • Published in March, May, August and November
  • Quarterly business performance update for advised platforms, and the direct to consumer and MPS markets.
  • Each edition contains proposition updates, regulatory radar and a special analysis.

This edition’s special section is Following the Money.

If you’d like to find out how to access the market scorecard, please contact us.

Note: The platform market scorecard is available to platforms and providers only. For advice professionals, we create the Adviser Briefing, published at the same time as the market scorecard.

Analyser users can access the Adviser Briefing as part of their subscription. Find out more about how an Analyser subscription could help you.

/ Additional reports

Q4 platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.